Convergence Financial, LLC - Portfolio Stock Holdings
Convergence Financial, LLC disclosed 301 stock positions in a recent SEC 13F filing. $1,251,280,726 of stock holdings were filed, with the largest holdings including SPYG, SPYV, and JAVA. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.We estimate the fund has a total AUM of $903,955,351 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
301Est. Stock Holding Value:
$1,251,280,726Top Stock Holdings By Sector
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Portfolio Stock Holdings - Convergence Financial, LLC
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